Jonathan Penta
- Role
- Founder, Managing Director, & Senior Wealth Advisor, Crpc, Cepa at Penta Wealth Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jonathan Penta
Jonathan Penta is a Senior Wealth Advisor and the Founder & Managing Director of Penta…
Experience
Founder, Managing Director, & Senior Wealth Advisor, Crpc, Cepa
Jan 2019 — Present
Skills
- Wealth Management
- Wealth Management Services
- Asset Management
- Financial Planning
- Financial Analysis
- Strategy
- Investments
- Finance
- Series 7
- Portfolio Management
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